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Send a Wave estimate

by recued-core v1

Approval-gated Wave estimate send workflow. It reads the business and estimate, optionally approves the estimate, then sends exactly one estimate email through recued-core.wave. It does not create/edit estimates, convert estimates to invoices, record deposits, delete estimates, mutate customers, or call arbitrary GraphQL.

How it works 10 steps

Inspect the data fetches, transforms, gates, and output this recipe runs.

Process (10 steps)
recipient_count count
Count items in setting to
has_recipients compare
Check if recipient count is greater than 0
business ?
estimate ?
skip_approve compare
Check if setting approve before send does not equal true
approved_estimate ?
skip: step.skip_approve equal true
skip_send compare
Check if has recipients does not equal true
sent_estimate ?
skip: step.skip_send equal true
skipped compare
Check if skip send equals true
card to_summary
Format results as a summary card
Settings 10 configurable

Configurable at install. Defaults shown — change them anytime in Recued.

to setting =
wave setting =
message setting =
subject setting =
cc myself setting = false
attach pdf setting = true
business id setting =
estimate id setting =
from address setting =
approve before send setting = false

Trust & control

What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.

Where it runs

Device + server Runs on your device (browser) or your server.

Permissions it requires

Read your Wave connection
Declared by the recipe — Recued grants these at install, where you review them before approving.

Data it touches

Warehousedata.businessdata.estimateapprovedata.estimatesend

About

Tags

wave waveestimatequotesendemailapprovalpack:wave

Details

10 steps 10 configurable settings recipe_id: send-wave-estimate